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USVM vs SPY

Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed USVM, delivering a return of +13.2% compared to +10.4%

USVM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USVM
$1.60B
Winner
SPY
$784B
Expense Ratio
USVM
0.29%
Winner
SPY
0.09%
Max Drawdown
Winner
USVM
44.09%
SPY
56.47%
Sharpe Ratio
Winner
USVM
1.78
SPY
1.54
5Y Beta
Winner
USVM
0.94
SPY
1.00
P/E Ratio
Winner
USVM
21.14
SPY
27.62
Forward P/E
Winner
USVM
12.73
SPY
21.11
5Y Dividends CAGR
Winner
USVM
21.01%
SPY
6.00%
5Y EPS CAGR
USVM
7.98%
Winner
SPY
25.30%
Debt to Equity
Winner
USVM
17.95%
SPY
31.11%
P/S Ratio
Winner
USVM
0.95
SPY
3.49
P/B Ratio
Winner
USVM
1.59
SPY
5.30

USVM vs SPY - Holdings Comparison

USVM and SPY have 11 common holdings. Overlap is 0.18%

USVM's top 25 holdings weight is 14.45%. SPY's top 25 holdings weight is 51.24%.

RankUSVMSPY
#1
VISHAY INTERTECHNOLOGY INC (VSH) - 0.76%
NVIDIA CORP (NVDA) - 7.81%
#2
TD SYNNEX CORP (SNX) - 0.73%
APPLE INC (AAPL) - 6.81%
#3
ELLINGTON FINANCIAL INC (EFC) - 0.70%
MICROSOFT CORP (MSFT) - 4.53%
#4
APPLE HOSPITALITY REIT INC (APLE) - 0.66%
AMAZON.COM INC (AMZN) - 3.72%
#5
DYNEX CAPITAL INC (DX) - 0.65%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.65%
BROADCOM INC (AVGO) - 2.77%
#7
AVISTA CORP (AVA) - 0.64%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
BLACK HILLS CORP (BKH) - 0.60%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
ONE GAS INC (OGS) - 0.60%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
PORTLAND GENERAL ELECTRIC CO (POR) - 0.59%
TESLA INC (TSLA) - 1.76%
#11
AGNC INVESTMENT CORP (AGNC) - 0.59%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
FEDERATED HERMES INC CLASS B (FHI) - 0.56%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
FRANKLIN RESOURCES INC (BEN) - 0.56%
ELI LILLY AND CO (LLY) - 1.38%
#14
HIGHWOODS PROPERTIES INC (HIW) - 0.56%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
NORTHWEST NATURAL HOLDING CO (NWN) - 0.56%
EXXON MOBIL CORP (XOM) - 0.92%
#16
SPIRE INC (SR) - 0.55%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
NETSTREIT CORP ORDINARY SHARES (NTST) - 0.55%
VISA INC CLASS A (V) - 0.87%
#18
OTTER TAIL CORP (OTTR) - 0.55%
INTEL CORP (INTC) - 0.85%
#19
UNUM GROUP (UNM) - 0.55%
WALMART INC (WMT) - 0.82%
#20
n/a (RLJ) - 0.54%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
FIRST FINANCIAL BANCORP (FFBC) - 0.46%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
FIRSTCASH HOLDINGS INC (FCFS) - 0.46%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.46%
CATERPILLAR INC (CAT) - 0.68%
#24
BANK OZK (OZK) - 0.46%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
RENAISSANCERE HOLDINGS LTD (RNR) - 0.46%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings252505

USVM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USVM
+4.06%
SPY
-1.37%
3M
Winner
USVM
+15.43%
SPY
+12.22%
6M
Winner
USVM
+16.97%
SPY
+7.20%
1Y
Winner
USVM
+32.75%
SPY
+23.58%
5Y(CAGR)
USVM
+10.39%
Winner
SPY
+13.19%
10Y(CAGR)
USVM
+11.01%
Winner
SPY
+15.12%
Max(CAGR)
Winner
USVM
+11.01%
SPY
+8.44%

USVM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUSVMSPY
2026+17.54%+7.95%
2025+10.43%+18.00%
2024+17.15%+25.59%
2023+19.02%+26.72%
2022-14.21%-18.64%
2021+25.43%+30.52%
2020+11.94%+17.28%
2019+21.72%+31.09%
2018-10.13%-5.24%
2017+2.20%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

USVM vs SPY Drawdown Comparison

The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current USVM drawdown is -0.24%. The current SPY drawdown is -3.18%.

RankUSVMSPY
#1-42.36%
Aug 29, 2018 - Nov 16, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.27%
Nov 8, 2021 - Feb 12, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.34%
Nov 25, 2024 - Sep 11, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.16%
Jan 23, 2018 - May 16, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.98%
Jul 31, 2024 - Sep 19, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.42%
Jul 1, 2021 - Aug 27, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.36%
Feb 11, 2026 - Apr 14, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.96%
Mar 15, 2021 - May 27, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.47%
Feb 12, 2021 - Mar 11, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.41%
Mar 28, 2024 - May 15, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.81%
Sep 2, 2021 - Oct 25, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.96%
Oct 3, 2025 - Nov 25, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.87%
Jun 8, 2021 - Jul 1, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.57%
May 15, 2024 - Jul 12, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.56%
Nov 11, 2024 - Nov 25, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between USVM and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

USVM vs SPY dividend yield comparison.

YearUSVMSPY
20260.72%0.50%
20251.84%1.07%
20241.75%1.21%
20231.63%1.40%
20221.43%1.65%
20210.70%1.20%
20201.21%1.52%
20191.77%1.75%
20181.43%2.04%
20170.65%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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